i'm trying to synthesize old school inancial principles, return on capital and dominating your market mots with these new economy principles. There are times when foregoing free cash flow now to build out your mot is good but draft kings is not one of them. And i know this because i've studied the business quite closely, and i own one of the sports bedding companies. But it's u k Based, and it's really not very well known. It's called flutter. Youever heard of it? Have not? It's a terrible name. It doesn't translate in the usa. Flutter bought fan duel several months after the supreme court legalized sports betting,. They immediately
IN THIS EPISODE, YOU’LL LEARN:
02:47 - How Adam narrows down the world of stocks to a select few to dive in deeper on.
08:33 - What sectors Adam is most bullish on.
21:55 - Whether Airbnb makes the cut on Adam’s BMP checklist or not.
32:10 - Why Adam likes Fanduel’s (traded under Flutter) stock much more than DraftKings.
45:14 - What Fanduel’s moat and competitive advantage are.
47:09 - Whether or not the real estate industry is able to be disrupted.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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